Private Business Tax, Senior Associate
Core
Develop Canadian tax planning strategies and prepare income tax returns for private companies, shareholders, and trusts.
Role type
Senior Associate, Private Business Tax
Builds
Tax compliance filings, tax planning strategies, and financial documentation for private entities.
Domain
Canadian Corporate Tax & Private Business Advisory
Required skills
Canadian corporate tax planning, tax return preparation (T1, T2, T3), trust taxation, financial statement analysis, tax research, client file compilation, delegation and coaching, quality verification.
Preferred skills
CPA designation, CPA In-Depth Tax Program levels 1 and 2, wealth management knowledge, equity expansion strategies, exit strategy planning.
Technologies
Tax research tools, financial statement software, document management systems.
Responsibilities
Develop compensation and distribution planning for Canadian-controlled trusts and private corporations; Prepare and review Canadian income tax returns; Compile client information and prepare tax files; Delegate tasks and coach team members; Verify accuracy and relevance of work; Communicate tax issues clearly to clients and stakeholders.
Seniority
Senior, hands-on IC with mentorship responsibilities.
